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Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Aztec Financial Tech Stack and Enterprise Applications

Aztec Financial ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Odessa Legacy Odessa Platform Lease Management ERP Services and Operations n/a 2015 2016
In 2015, Aztec Financial implemented the Odessa Platform to centralize Lease Management for its leasing portfolio. The deployment used LeaseWave from Odessa Technologies as the operational lease accounting and contract lifecycle application, aligning leasing administration with finance and operations functions across the firm. Configuration prioritized core Lease Management modules including contract administration, lease accounting, billing and receivables automation, and portfolio reporting, establishing standardized lease data models and audit trails. For a 50 person financial services firm the implementation emphasized role based access controls, approval workflows, and centralized master data for lessee and asset records to support accounting and operational controls. Rollout was organized in phased stages with primary operational ownership in finance and leasing operations, and governance defined around contract change management and month end lease accounting close processes.
Aztec Financial Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
GoDaddy Legacy GoDaddy Webmail Collaboration Collaboration n/a 2021 2021
In 2021 Aztec Financial deployed GoDaddy Webmail as its hosted corporate email solution, classifying the implementation under the Collaboration category to support internal messaging and external customer contact channels. The deployment established GoDaddy Webmail as the primary email platform for the company website and client-facing contact addresses, aligning the Collaboration application to core business communication functions. The GoDaddy Webmail configuration focused on standard hosted webmail capabilities, including browser-based mailbox access, IMAP and SMTP connectivity, address aliases and shared inbox patterns common to small business collaboration use. Configuration work emphasized mailbox provisioning and access roles to support daily email operations for a 50-employee banking and financial services firm, with administrative controls applied to user accounts and group addresses. Operational integration was centered on the company website, where GoDaddy Webmail was used to receive and route inbound messages from site contact forms and public-facing addresses, leveraging GoDaddy hosting and DNS mail routing settings. The implementation covered organization-wide email endpoints rather than segmented departmental platforms, providing a single Collaboration layer for both client communications and internal correspondence. Governance and operational processes were structured around centralized account provisioning, password and access management, and routine mailbox lifecycle tasks performed by internal administrators. Rollout and ongoing management emphasized straightforward administration and continuity of email traffic through GoDaddy Webmail, preserving standard email workflows and supportability for Aztec Financial.
Collaboration Collaboration 2021 2021
Aztec Financial Content Management
Vendor
Previous System
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Category
Market
VAR/SI
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Insight
DocuSign Legacy DocuSign eSignature Digital Signing Content Management n/a 2021 2021
In 2021, Aztec Financial implemented DocuSign eSignature as a Digital Signing solution on its website. The deployment focuses on customer facing digital execution of account opening, loan documentation and consent forms, embedding DocuSign eSignature into website workflows for remote signature capture. This positions DocuSign eSignature as the primary Digital Signing touchpoint between retail clients and Aztec Financial online services. Configuration emphasizes embedded signing sessions, reusable templates and role based envelope routing, leveraging DocuSign eSignature capabilities such as audit trails and signer authentication to maintain legally admissible records. Operational governance centers on centralized template management, defined signer roles and retention of electronic evidence for compliance. Day to day operations primarily touch customer onboarding and account servicing workflows exposed through the public website.
Aztec Financial eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eCommerce eCommerce 2021 2021
Aztec Financial CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2018 2018
Marketing Automation CRM 2021 2021
Aztec Financial IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Aztec Financial

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Aztec Financial Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Aztec Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Aztec Financial digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Aztec Financial Technographics
Aztec Financial is a Banking and Financial Services organization based in United States, with around 50 employees and annual revenues of $5.0 million.
Aztec Financial operates a diverse technology stack with applications such as Odessa Platform, GoDaddy Webmail and DocuSign eSignature, covering areas like Lease Management, Collaboration and Digital Signing.
Aztec Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Odessa, GoDaddy and DocuSign.
Aztec Financial recently adopted applications including GoDaddy Webmail in 2021, Microsoft 365 in 2021 and DocuSign eSignature in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Aztec Financial’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Aztec Financial’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Aztec Financial technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.